Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,735 | $227,597-80.3% | $189,575-76.4% | $167,536-73.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.67% | 78.44%-65.8pp | 64.19%-51.5pp | 478.82%-466.1pp |
| Employer contribution / active EE | $3,776 | $5,316-29.0% | $4,412-14.4% | $4,839-22.0% |
| Participant deferral / active EE | $7,084 | $7,002+1.2% | $6,174+14.7% | $6,342+11.7% |
| Admin fee / account holder | $18 | $11,877-99.9% | $9,806-99.8% | $12,315-99.9% |